Benefits of pension mandates

Proven investment philosophy for your pension assets

Albin Kistler pension mandates provide you with an exclusive opportunity to invest your pension assets (vested benefits custody account, 1e plans, pillar 3a) using the proven Albin Kistler investment philosophy.

 

 

Benefits of Albin Kistler pension mandates

Your vested benefits custody account, 1e plan and pillar 3a in the overall context of your total assets

With our different pension strategies we are able to take account of your total assets situation in a way that is tailored to you. To match your risk profile a suitable investment strategy can be selected.

Long-term investment philosophy with own research

Our investment strategy is driven by timeless, clear principles. Focus on security and quality. We see ourselves as investors who focus on the long-term success of assets. Our strategy does not include short-term trading.

Transparency and best performance

We communicate with our clients in a spirit of openness and partnership. Because their expectations are identical to our objective: best performance! Our fee model is clear and transparent. We offer detailed reporting across all asset positions
(look-through reporting).

Seamless transition to private assets

A long-term investment of pension assets can help optimise retirement savings. Following the transition of pension assets to private assets, the investment strategy can be continued using the same investment philosophy. Changes to the strategy can be implemented at any time, with no additional fees.

Tax privileges

Investing pension assets brings fiscal benefits: tax-free investment income, no wealth taxes, compound interest effect of deferred taxes and privileged capital disbursement tax on receipt. Vested benefits can continue to be managed in pension assets for up to five years after reaching the AHV retirement age.

Investment strategies

Investment strategies

Guided by your personal risk capacity and risk appetite there are a number of investment strategies to choose from:

Albin Kistler pension mandates

Albin Kistler pension mandates - focus on Swiss small & mid caps

Albin Kistler pension strategies can be implemented with a specific focus on Swiss small & mid cap equities. 

Despite the large number of quality businesses and impressive historical returns («small cap premium») many investors are substantially underinvested when it comes to Swiss small and mid-cap companies. 

Often, investors fail to realise that they are investing primarily in large cap companies. The Swiss stock market (SPI Index) is dominated by large caps. Because the six biggest blue chip stocks have a weighting of up to 60% among many product providers, diversification can be increased through additional small & mid cap firms.

Depending on the other investments within your total assets, a focus on Swiss small and mid cap stocks in your vested benefits custody account, 1e plan or pillar 3a is a good option.

Fact sheets on investment strategie

Fact sheets on investment strategies for pension mandates

Experience has taught us that our consistent and disciplined investment approach leads to compelling investment results for our clients across an entire stock market cycle.

Contact

Contact

If you would like us to analyse your pension assets and draw up a direct comparison with an Albin Kistler pension mandate, just send us your documents via e-mail to vorsorge (at) albinkistler.ch.

We will, of course, be happy to contact you with further information (the minimum investment for a mandate is CHF 0.5 million):

 

Benjamin Ginesta

Pension Specialist

T +41 44 224 60 24
F +41 44 224 60 34

b.ginesta (at) albinkistler.ch

Philipp Jossen

Deputy Pension Specialist

T +41 44 224 60 24
F +41 44 224 60 34

p.jossen (at) albinkistler.ch